INF090I01JZ3

Franklin India Pension Plan Direct Growth

Moderately High risk Retirement Allocation

NAV (Tue Nov 05 2024)

₹229

Returns (Since Inception)

9.96%

Category Average

0.00%

Rating

NA

Allocation and Holdings

Asset class

Weightage

Unknown

51.17%

Financial Services

3.56%

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Overall rating

100K+Downloads

Scheme Information

Fund name

Franklin India Pension Plan Direct Growth


Minimum SIP

500


Risk Level

Moderately High risk


AUM

₹523.29 Cr


ISIN

INF090I01JZ3


Inception Date

Jan 01 2013


Standard Deviation

5.583


Beta

-


Sharpe Ratio

0.716


Benchmark

CRISIL Composite Bond Fund TR INR


Expense Ratio

1.500%


Exit Load

3% If redeemed before the age of 58 years; Nil if redeemed after the age of 58 years

Risk

Moderately High risk

Investment Objective

The Fund seeks to provide investors regular income under the Dividend Plan and capital appreciation under the Growth Plan.

Fund Managers

Sachin Padwal-Desai

Anand Radhakrishnan

Umesh Sharma

Rajasa Kakulavarapu

About the AMC

Franklin Templeton Asst Mgmt(IND)Pvt Ltd


Phone Number

+91 22 6751 9100


Corporate Office Address

One International Centre, Tower 2, 12th and 13th Floor,Senapati Bapat Marg, Elphinstone Road (West), Mumbai

Overall AUM

₹523.29 Cr


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